ability to drag and drop attachments into jobs/quotes, and the ability to create data queries/dashboards Review collected by and hosted on G2.com.
it's a little too segmented...bits and pieces of information are scattered throughout many places and things that should go together are not always found together. The recommendations are probably the thing I dislike the most because the service summary that the tech wrote is not always attached to the recommendation.
It needs to help the user connect these pieces together more efficiently. For example, if a dispatcher creates a new job for a property, then BuildOps should alert them if there are open quotes for that property. That way, we could possibly prevent sending a tech out to a site to troubleshoot the same unit that we already have an open quote for (this happens).
Or, if a tech tries to submit a recommendation for a quote, but the customer has a comprehensive agreement, then there should be something that alerts the tech to the fact that the repair is covered by that agreement and does not need to be quoted. Review collected by and hosted on G2.com.
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